Estate Planning & Trust Services
Protecting What Matters Most—Now and for Generations to Come
At Thimble Island Private Wealth, estate planning isn’t just about documents and distributions—it’s about honoring your life’s work and ensuring your legacy lives on. Whether you're planning for the future of your family, your business, or a charitable cause close to your heart, we’re here to guide you with care, clarity, and purpose.
We take the time to understand your values, your relationships, and your long-term goals before crafting a strategy. Because for us, estate planning is personal.
Thoughtful Planning for Every Stage of Life
Estate planning is not a one-time event; it’s a lifelong process that evolves with you. We help you navigate key decisions and transitions:
Starting Out
- Naming guardians for children
- Establishing basic wills and healthcare directives
- Beginning to build and preserve assets
Building Toward Long-Term Goals
- Creating trusts to manage and protect assets
- Planning for charitable giving
- Coordinating estate plans with business interests
Approaching Retirement
- Reviewing and updating estate documents
- Planning for long-term care and healthcare decisions
- Preparing for wealth transfer
Enjoying Your Golden Years
- Organizing your estate for simplicity and clarity
- Structuring your estate with tax efficiency in mind
- Ensuring your legacy reflects your values
Our Estate Planning & Trust Services
We work closely with your legal and tax professionals—or help you build a experienced team—to ensure your estate plan is comprehensive and aligned with your broader financial strategy.
Services include:
- Trust Design & Implementation: From revocable living trusts to more complex structures, we help you choose and establish the right trust for your goals.
- Wealth Transfer Strategies: Guidance on passing assets to heirs, minimizing tax impact, and preserving family harmony.
- Charitable Planning: Support for philanthropic goals through donor-advised funds, charitable trusts, and legacy giving.
- Business Succession Planning: Coordinating estate plans with business exit strategies to ensure continuity and financial security.
- Estate Organization: Helping you consolidate and clarify your financial affairs for easier management and transition.
- Beneficiary Review & Coordination: Ensuring your accounts, policies, and estate documents are aligned and up to date.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Thimble Island Private Wealth and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
A Legacy of Care
We’re proud to serve third and fourth-generation clients, and we know that legacy is more than just wealth. It’s about values, relationships, and the impact you leave behind. Our role is to help you protect what matters most and pass it on with intention.
Ready to Start the Conversation?
Whether you’re just beginning to think about estate planning or need to update an existing plan, we’re here to help. Let’s talk about your goals and how we can support your legacy.